| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 13,367 | $1.08M | $1.36M | $282,048.56 | 26.09% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 2,074 | $195,454.03 | $211,879.84 | $16,425.81 | 8.4% |
Caldwell Trust Co Caldwell Trust Co | 109 | $7,399 | $11,110.37 | $3,711.37 | 50.16% |
Michael Behner Nautilus Advisors LLC | 4,317 | $434,769.72 | $442,406.16 | $7,636.44 | 1.76% |
Bonnie Courtney Cambridge Financial Group LLC | 29,688 | $2.09M | $3.04M | $958,908.26 | 45.98% |
Vickie Gutierrez American National Bank of Texas | 13,466 | $1.17M | $1.37M | $195,466.78 | 16.69% |
Steinberganna Wealth Management Steinberganna Wealth Management | 6,859 | $673,554 | $703,459.04 | $29,905.04 | 4.44% |
Invested Advisors Invested Advisors | 2,583 | $232,484.62 | $264,860.82 | $32,376.2 | 13.93% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 6,706 | $568,512.56 | $684,816.72 | $116,304.16 | 20.46% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,250 | $114,772 | $127,225 | $12,453 | 10.85% |